At 1040TaxBiz, we give tax professionals the tools to offer bank products like refund transfers, cash advances, and prepaid debit cards — even if you’re just starting your tax preparation business. These powerful financial services not only help you increase your revenue per client but also provide the convenience today’s taxpayers expect.

Immediate Access to Funds: Tax refund advances provide clients with immediate access to a portion of their expected refund, offering financial relief for pressing expenses such as bills, rent, or emergencies.

Convenience and Flexibility: Clients appreciate the convenience of receiving a tax refund advance without having to wait for the IRS to process their returns. This flexibility allows them to address financial needs promptly, rather than waiting weeks for their refund to arrive.

No Out-of-Pocket Expenses: Unlike traditional loans or cash advances, tax refund advances do not require clients to pay out-of-pocket fees upfront. Instead, fees are deducted from their tax refund, making it a hassle-free option for those in need of short-term financial assistance.

Reduced Stress: Financial uncertainty can cause stress and anxiety for many individuals, especially during tax season. Tax refund advances alleviate some of this stress by providing clients with certainty and predictability regarding their finances.